Creating new "Profile Is" categories
Hi,
Would it be possible to create a new "Profile Is" category specific to Professional Advisors? Right now, when creating a PA profile, if we want to use the "campaigns" function to track advisor engagement/outreach, we need to make the advisor a "Donor" or "Prospective Donor", which many of them are not. In our growing work with professional advisors we would love to see more functions in CSuite that help us track our relationships with this specific and important group. Thanks!
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Jesika Ellis commented
I concur that the ability to create our own custom 'Profile Is' designations would help IMMENSELY with segmenting outside of the Profile Type, Engagement Strategy, Custom Field options, which quickly become unwieldy and often unmanageable.
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Sara Cryan commented
Along these same lines, I think it would be great to have more built in "Profile Is" categories so we don't have create a bunch of different profile type categories. It's much easier to see exactly why a profile record is in a system with the other built in categories, but we use profile types for a variety of reasons so more built in categories would be much more straight forward.
I am the scholarship officer so it would be so nice if there were separate categories for school districts, high schools and colleges/universities. Especially since when we grant money to high schools, it has to go to the school district so it would be helpful if we had a better way of tracking that. Also it would be extremely helpful on the college/university side since most times we can't use guidestar to check those organizations as they are not 501(c)(3).